Purchases and Sales Made in Q2 2024 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q2 2024. The information is specifically focused on institutions that hold shares of INTERNATIONAL BUSINESS MACHINES CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
23+ 0.34% |
$3.78K - $4.39K
|
6.69K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
23+ 0.07% |
$3.78K - $4.39K
|
35.3K
$7.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
23+ 0.24% |
$3.78K - $4.39K
|
9.54K
$2.13M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
22+ 0.42% |
$3.62K - $4.2K
|
5.23K
$1.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
22+ 0.7% |
$3.62K - $4.2K
|
3.15K
$703K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
21+ 1.33% |
$3.45K - $4.01K
|
1.61K
$358K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
21+ 0.17% |
$3.45K - $4.01K
|
12K
$2.68M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
21+ 0.3% |
$3.45K - $4.01K
|
6.95K
$1.55M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
21+ 0.99% |
$3.45K - $4.01K
|
2.14K
$478K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
20+ 0.8% |
$3.29K - $3.82K
|
2.53K
$565K
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
20+ 0.41% |
$3.29K - $3.82K
|
4.87K
$1.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
20+ 0.23% |
$3.29K - $3.82K
|
8.75K
$1.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
20+ 0.5% |
$3.29K - $3.82K
|
4.05K
$904K
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
20+ 0.55% |
$3.29K - $3.82K
|
3.65K
$814K
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
20+ 0.35% |
$3.29K - $3.82K
|
5.73K
$1.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
19+ 0.81% |
$3.12K - $3.63K
|
2.36K
$526K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
19+ 0.95% |
$3.12K - $3.63K
|
2.02K
$449K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
19+ 1.02% |
$3.12K - $3.63K
|
1.88K
$419K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
19+ 0.15% |
$3.12K - $3.63K
|
12.5K
$2.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
19+ 0.35% |
$3.12K - $3.63K
|
5.4K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
19+ 0.02% |
$3.12K - $3.63K
|
80K
$17.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
18+ 0.14% |
$2.96K - $3.44K
|
13.2K
$2.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
18+ 14.63% |
$2.96K - $3.44K
|
141
$31.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
16+ 0.35% |
$2.63K - $3.05K
|
4.62K
$1.03M
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
16+ 0.75% |
$2.63K - $3.05K
|
2.16K
$482K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
16+ 0.9% |
$2.63K - $3.05K
|
1.8K
$401K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
16+ 1.03% |
$2.63K - $3.05K
|
1.57K
$350K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
16+ 0.08% |
$2.63K - $3.05K
|
20K
$4.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
16+ 0.69% |
$2.63K - $3.05K
|
2.34K
$521K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
15+ 0.53% |
$2.47K - $2.86K
|
2.85K
$636K
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
15+ 0.63% |
$2.47K - $2.86K
|
2.38K
$531K
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
15+ 0.5% |
$2.47K - $2.86K
|
3.02K
$673K
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
15+ 0.81% |
$2.47K - $2.86K
|
1.86K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
15+ 1.12% |
$2.47K - $2.86K
|
1.36K
$303K
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
BUY
|
- |
15+ 0.59% |
$2.47K - $2.86K
|
2.56K
$572K
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
14+ 0.13% |
$2.3K - $2.67K
|
10.4K
$2.32M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
14+ 0.26% |
$2.3K - $2.67K
|
5.43K
$1.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
14+ 0.47% |
$2.3K - $2.67K
|
2.96K
$661K
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
14+ 0.59% |
$2.3K - $2.67K
|
2.4K
$536K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
14+ 0.72% |
$2.3K - $2.67K
|
1.95K
$434K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14+ 3.76% |
$2.3K - $2.67K
|
386
$86.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
13+ 0.61% |
$2.14K - $2.48K
|
2.13K
$475K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
13+ 31.71% |
$2.14K - $2.48K
|
54
$12K
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
13+ 0.66% |
$2.14K - $2.48K
|
1.98K
$441K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
13+ 0.73% |
$2.14K - $2.48K
|
1.8K
$401K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
13+ 0.95% |
$2.14K - $2.48K
|
1.38K
$308K
|
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
12+ 1.05% |
$1.97K - $2.29K
|
1.16K
$259K
|
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
12+ 0.88% |
$1.97K - $2.29K
|
1.38K
$307K
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
BUY
|
- |
12+ 0.49% |
$1.97K - $2.29K
|
2.46K
$549K
|
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
12+ 0.76% |
$1.97K - $2.29K
|
1.59K
$354K
|